Virtual Assistant / Receptionist for Mortgage Company

We are a fast-growing mortgage company dedicated to helping clients achieve financial freedom through real estate. Our team is driven, professional, and customer-focused. We’re currently looking for a highly organized, proactive, and personable Virtual Assistant to support our Chief Operating Officer (COO) and manage front-line communication as our virtual receptionist.

RESPONSIBILITIES:
Provide daily administrative support to the COO, including managing calendars, scheduling meetings, and organizing documents

Answer and route incoming calls and emails professionally and efficiently

Greet and assist clients virtually, creating a friendly and helpful first impression

Maintain client records and assist in preparing documentation

Coordinate internal communications and follow up on assigned tasks

Assist with data entry, CRM updates, and basic reporting

Perform other administrative tasks as needed

REQUIREMENTS:

Proven experience as a virtual assistant or receptionist (experience in the mortgage or real estate industry is a plus)

Strong communication skills—both written and verbal

Highly organized, reliable, and detail-oriented

Tech-savvy and comfortable using tools like Google Workspace, CRM systems, and phone/email platforms

Ability to work independently and manage time effectively

Available to work during U.S. business hours (PST)